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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Gary Spiers who wrote (6885)	9/6/1999 1:41:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

Gary, why do it? Because it makes good business sense. Royalties to pop artists often run in the millions, overall profit margins on popular music tend to get squeezed, and because popular music tends to lose its popularity over time, except in rare instances such as the Beetles, classical music has always been attractive: The music retains its popularity longer, and the fees to the artists are much less, particularly if it is an older recording where both composer and recording artists are dead. Get kids hooked on Mozart and the record companies will thrive!

To: Gary Spiers who wrote (6885)	9/6/1999 6:17:00 PM
From: Ausdauer	Read Replies (1) \| Respond to of 60323

Gary and Thread, I read an article over the holiday... in the technology section of the IBD on 02SEP99. This was entitled... "Flash Chips See Bright Future in Cell Phones, E-Commerce" which consisted wholly of an interview with Dr. Harari regarding the SD Memory Card (SD = SanDisk = Secure Digital). SanDisk, Toshiba and Matsushita are going to set up a company that licenses SD to all comers. These licensing fees will be quite reasonable ("nominal") to equipment makers, while the profits will be in selling the cards themselves. Competing memory chip makers will pay higher royalty fees for card production. Target markets include those we have discussed here plus digital movies from camcorders. The goal is to have a $10 card capable of holding one hour of recordings. At that point (2005) the world-wide market for flash should (conservatively) reach $10 billion. There is also the expectation that cell phones will be capable of completing E-commerce transactions such as music downloads or business information. IMHO, it seems that SanDisk has stepped into the major leagues with this agreement. Joining forces with Toshiba and Matsushita is a monumental step for our "little" company. Ausdauer